Transactions

Transactions are often time pressured and resource intensive. A key risk of deal execution is the finance function becoming a bottleneck due to either a lack of bandwidth or experience to satisfy the requirements of external advisors and internal stakeholders.

Swan Partners was created to mitigate this risk by providing an experienced team to assist management with the preparation and challenge of deliverables, freeing up senior management and ultimately attain best value.

We are frequently introduced to situations where immediate support is required and there is a steep learning curve. By operating a small flexible team of experienced people we are able to provide effective support often starting the next day.

The types of work we undertake are set out below (for detailed information, place your cursor over the row title).

What our clients think

  • "I would never have completed the re-financing without the Transactions team’s help."

    - FD, FTSE250 SERVICES COMPANY

  • "The team's support was invaluable throughout the acquisition process and I would recommend to anyone to use them in the future."

    - CEO, FTSE250 OIL & GAS COMPANY

  Acquisition / MBO Disposal Capital Markets Restructuring Refinancing & Covenant Reset Tendering & Bid Support
Project & Stakeholder Management

Project & Stakeholder management

Coordination, communication and planning of projects for the key internal and external stakeholders

X X X X X X
Commercial review / Due Dilligence

Commercial review / Due diligence

Assessment and report of the commercial landscape for businesses looking to diversify out of their core market

X X
Historic information preparation

Historic information preparation

Collation and analysis of historic information to support IM, VDD and reporting accountant work

X X X
Financial analysis & interpretation

Financial analysis and interpretation

Analysis of historic, budget and forecast financial information and KPIs to support assumptions used in the modelling process

X X X X X
Financial modelling

Financial modelling

Full integrated PL, BS and CF financial models incorporating dashboard, key outputs and scenario analysis

X X X X X
Scenario analysis

Scenario analysis

Development of excel tools and running sessions to support the senior management team with key strategic decisions

X X X X X X
Business plan / case

Business plan / case

Production of internal documents for distribution internally and externally to complement other financial analysis and modelling work being performed

X X X X X
ST Cashflow modelling

Short Term Cashflow modelling

Amendment or creation of short term cash flow models to help management’s visibility of short term cash requirements and to support the medium to long term modelling process

X X
Pricing and costing

Pricing & costing

Analysis and support for businesses going through tendering & bid processes on major contracts

X
  • Project & Stakeholder management

    Coordination, communication and planning of projects for the key internal and external stakeholders

  • Commercial review / Due diligence

    Assessment and report of the commercial landscape for businesses looking to diversify out of their core market

  • Historic information preparation

    Collation and analysis of historic information to support IM, VDD and reporting accountant work

  • Financial analysis and interpretation

    Analysis of historic, budget and forecast financial information and KPIs to support assumptions used in the modelling process

  • Financial modelling

    Full integrated PL, BS and CF financial models incorporating dashboard, key outputs and scenario analysis

  • Scenario analysis

    Development of excel tools and running sessions to support the senior management team with key strategic decisions

  • Business plan / case

    Production of internal documents for distribution internally and externally to complement other financial analysis and modelling work being performed

  • Short Term Cashflow modelling

    Amendment or creation of short term cash flow models to help management’s visibility of short term cash requirements and to support the medium to long term modelling process

  • Pricing & costing

    Analysis and support for businesses going through tendering & bid processes on major contracts